Job Description

#LI- PS1
Role- PMS Operations- Team Member
Skills- PMS Operations, wealth spectrum, fund management, SEBI filings, Custody and fees disbursement, managed end to end pms operations, update files, trade, placement and settlement
Experinece- 5-9 Years
Location- Prabhadevi Mumbai
Mode - Alternate saturdays off
Educational Qualification- CA, MBA, Graduate or Postgraduate in any discipline
Notice period- Immediate Joiner to 90 days
Email to - jobs@aptita.com

• Design and implement end-to-end PMS operational processes in coordination with Fund Management, Sales & Service, and Custody teams.
• Develop, maintain, monitor, and periodically review operational processes to ensure smooth and efficient PMS operations.
• Ensure seamless information flow to distributors and act as the primary point of contact for resolving operational and product-related queries from the sales team and their partners.
• Operationalize strategic objectives into effective operational plans to support achievement of business goals.
• Ensure implementation and ongoing compliance with all regulatory requirements, including system and process development, regulatory reporting, SEBI filings, and regulatory audits.
• Drive continuous process improvement through the design and implementation of new systems and operational enhancements.
• Manage internal audits and ensure adherence to group-level governance and compliance requirements.
• Coordinate with the Sales team and other group departments for new product launches and related operational readiness

Desired Skillsets :

• CA, MBA, Graduate, or Postgraduate in any discipline.
• Prior experience in PMS Operations or with organizations handling similar asset classes.
• Strong interpersonal skills with excellent communication, responsiveness, and a collaborative approach.
• Service-oriented mindset with a focus on effective stakeholder management.
• Positive, enthusiastic, and solution-oriented attitude. Self-starter with high energy and initiative.

Skills Required